| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 03/13/2007 |
| ADV Location | UTICA, NY, United States |
| Contact Info | 315 xxxxxxx |
| AUM* | 54,519,400 15% |
| of that, discretionary | 54,160,000 15% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,069,008 20% |
| % High Net Worth | 39.22% 73% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds